AEGON N.V. (ADR) (NYSE:AEG)

The Company's businesses focus on life insurance, pensions, savings, and investment products. The Company is also active in accident, supplemental health, general insurance and some limited banking activities.

Perhaps the most attractive of the many attractive life insurers. This stuff goes sector by sector, and you just have to roll your eyes and wait. Life insurers are currently unjustifiably undervalued, but that will change.

Aegon's stock right now is around half it's intrinsic value, pushed down hard by the financial crisis, which hit the banks in Holland especially hard. Aegon as a financial institution has suffered by proxy, but will be the first to fully pay back received state support. When that is done next June, Aegon will be free again and will regain the markets faith. This will translate in a growth to ~EU 7,50 by the end of 2011, and over EU 10 in 2012. The stock has already climbed over 22% since January 2011, but if I'm right another 40% is expected. Downside risks: $-EU rates may spoil the fun somewhat, as well as the general market negativism due to Arabian unrest.

going contrarian with this one. Even with the expected dilution due to the stock sale to pay off the dutch government, I calculate tangible BV at ~$12/share. At current earnings, they are trading below 10 p/e. That is enough safety margin for me to get my feet wet.

Revenue was not impressive on a YOY basis they did increase New life sales by 12%. Revenue-generating investments rose another 7%. The management has been in the process of implementing a number of cost-cutting measures, so far it has helped to reduce operating expenses by 4%. Recently Aegon was allowed to commence operation in Hubei, China, which is their ninth license in that country which is very respectable coverage ratio. Plans to reduce the number of administrative platforms should cut their processing time and increase productivity, which should also improve customer service.

stone called AIG. AIG shuold have been allowed to go down the tubes. AIG has done more damage to the World economy than any other stock in History. Employees @ AIG have my sympathy. The management on the other hand are no better than Bernie M.

You got off the other day by pleading you had no control over the conditions at play. No excuses gentlemen...You know exactly how the game is played and don't plead your ignorance to the US Courts.